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Exception routing defines how unmatched transactions are classified, assigned, and escalated. This guide describes severity classification, assignment rules, SLA tracking, and integrations with external workflow systems.

Severity classification


Exceptions are automatically classified by severity to prioritize review and resolution.

Default severity rules

SeverityDefault criteriaSLA
CriticalAmount ≥ 100,000 OR age ≥ 120 hours24 hours
HighAmount ≥ 10,000 OR age ≥ 72 hours72 hours
MediumAmount ≥ 1,000 OR age ≥ 24 hours120 hours (5 days)
LowAll other cases168 hours (7 days)
Severity directly affects SLA deadlines, escalation behavior, and routing priority.

Assignment routing


Assignment routing ensures exceptions reach the appropriate teams automatically.

User groups

User groups allow scalable and resilient assignment strategies. Assignment methods:
  • round_robin: Even distribution
  • least_loaded: Assign to the user with the fewest open exceptions
  • random: Random selection
  • all: Notify all group members

SLA tracking


SLA tracking monitors exception aging and triggers warnings or escalations when thresholds are reached.

Additional exception endpoints


Beyond the basic exception CRUD, Matcher provides endpoints for advanced exception workflows:
EndpointMethodDescriptionAPI Reference
Dispatch exceptionPOSTSend an exception to an external system or teamReference
Process callbackPOSTReceive resolution callbacks from external systemsReference
Bulk assignPOSTAssign multiple exceptions to a user or group at onceReference
Bulk resolvePOSTResolve multiple exceptions in a single operationReference
Bulk dispatchPOSTDispatch multiple exceptions to external systemsReference
List commentsGETRetrieve all comments on an exceptionReference
Add commentPOSTAdd a comment to an exception for audit and collaborationReference
Delete commentDELETERemove a comment from an exceptionReference
List disputesGETRetrieve all disputes with filteringReference
Get disputeGETRetrieve details of a specific disputeReference
Open disputePOSTFlag an exception as disputed for escalated reviewReference
Close disputePOSTClose a dispute with a resolutionReference
Submit evidencePOSTAdd evidence to support a dispute caseReference

Integrations


Matcher integrates with external systems to support operational workflows.
  • JIRA: Use JIRA to track and resolve exceptions as issues.
  • Webhooks: Send exception events to custom systems in real time.
All integrations support:
  • Secure authentication
  • Retry and backoff
  • Bidirectional status updates (when enabled)

Monitoring and analytics


Use routing statistics to evaluate effectiveness:
  • Exception volume by severity
  • SLA breach rates
  • Routing rule distribution
  • Integration success and failure rates

Best practices


Begin with severity-based routing and expand as patterns emerge.
Group-based routing improves resilience and workload balance.
Align SLA targets with operational capacity.
Always test JIRA and webhook integrations in non-production environments.
Configure retries and alerts for critical notification paths.

Next steps